LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$35.3M
3
+$19.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.39M
5
SBUX icon
Starbucks
SBUX
+$8.13M

Top Sells

1
+$37.4M
2
+$22.9M
3
+$9.23M
4
AAPL icon
Apple
AAPL
+$7.16M
5
INTC icon
Intel
INTC
+$5.78M

Sector Composition

1 Technology 23.17%
2 Healthcare 14.85%
3 Consumer Staples 14.18%
4 Industrials 13.3%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$56K ﹤0.01%
140
402
$55K ﹤0.01%
2,342
403
$55K ﹤0.01%
3,841
404
$55K ﹤0.01%
1,589
-445
405
$53K ﹤0.01%
1,136
-107
406
$53K ﹤0.01%
+1,599
407
$52K ﹤0.01%
214
-86
408
$52K ﹤0.01%
250
-475
409
$51K ﹤0.01%
2,291
410
$51K ﹤0.01%
3,745
411
$51K ﹤0.01%
5,250
412
$49K ﹤0.01%
2,045
-3,815
413
$49K ﹤0.01%
1,655
-55
414
$49K ﹤0.01%
866
415
$48K ﹤0.01%
1,775
416
$48K ﹤0.01%
2,234
417
$48K ﹤0.01%
1,000
418
$48K ﹤0.01%
1,000
419
$47K ﹤0.01%
930
-195
420
$47K ﹤0.01%
1,020
421
$47K ﹤0.01%
900
422
$46K ﹤0.01%
1,086
423
$46K ﹤0.01%
850
-1,000
424
$45K ﹤0.01%
3,600
425
$43K ﹤0.01%
1,100
15 16
17
18 19